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217 hedge funds and large institutions have $4.48B invested in Samsara in 2023 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 72 increasing their positions, 49 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 29

54% more capital invested

Capital invested by funds: $2.91B → $4.48B (+$1.56B)

47% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 49

25% more funds holding

Funds holding: 174217 (+43)

2% less call options, than puts

Call options by funds: $73.6M | Put options by funds: $75.4M

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

12.19% less ownership

Funds ownership: 108.25%96.06% (-12%)

Holders
217
Holders Change
+43
Holders Change %
+24.71%
% of All Funds
3.41%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
73
Increased
72
Reduced
49
Closed
29
Calls
$73.6M
Puts
$75.4M
Net Calls
-$1.82M
Net Calls Change
-$6.26M
Name Holding Trade Value Shares
Change
Change in
Stake
N
226
Nuveen
North Carolina
-$740K -37,510 Closed
BOCH
227
Blue Owl Capital Holdings
New York
-$482K -24,441 Closed
RJFSA
228
Raymond James Financial Services Advisors
Florida
-$462K -23,416 Closed
Wellington Management Group
229
Wellington Management Group
Massachusetts
-$404K -20,468 Closed
HLA
230
Hamilton Lane Advisors
Pennsylvania
-$350K -17,727 Closed
SM
231
Sciencast Management
New Jersey
-$296K -15,613 Closed
NRD
232
Nebula Research & Development
New York
-$293K -14,847 Closed
XT
233
XTX Topco
Cayman Islands
-$271K -13,742 Closed
PWM
234
Perigon Wealth Management
California
-$263K -13,316 Closed
PTC
235
Petrus Trust Company
Texas
-$234K -11,873 Closed
FC
236
FORA Capital
Florida
-$221K -11,229 Closed
CPIG
237
Chicago Partners Investment Group
Illinois
-$236K -11,097 Closed
CMF
238
Counterpoint Mutual Funds
California
-$115K -5,853 Closed
AAS
239
Ameritas Advisory Services
Nebraska
-$45K -2,282 Closed
FIA
240
FNY Investment Advisers
New York
-$32K -1,650 Closed
Parallax Volatility Advisers
241
Parallax Volatility Advisers
California
-$26.8K -1,210 Closed
MA
242
Montag & Associates
Georgia
-$19.7K -1,000 Closed
BAM
243
Belpointe Asset Management
Nevada
-$11.6K -588 Closed
PMFA
244
Plante Moran Financial Advisors
Michigan
-$10.8K -549 Closed
CP
245
Castleview Partners
Texas
-$4.1K -208 Closed
AW
246
Avion Wealth
Texas
+$754 +34 New